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I need a Microsoft Power Automate Desktop (PAD) flow that runs every morning against my online banking portal, retrieves the previous day’s transactions (the portal provides a CSV download), matches every line with my existing ledger, and finishes by saving a clear reconciliation report. Key deliverables • Automated log-in to the portal, including any MFA or captcha steps, and download of the daily CSV into a date-stamped folder. • Data cleaning and normalisation so the columns in the CSV align with my ledger structure. • Transaction-level matching against the ledger workbook and flagging of any variances. • Generation of a concise reconciliation report (Excel or PDF) showing matched, unmatched, and duplicate items. • Run-time status and error logging so issues are easy to trace and fix. The flow should be parameter-driven (file paths, date range, portal URL) so I can adapt it without editing the underlying actions. I will consider the project complete once the packaged PAD solution reconciles three consecutive days flawlessly on my workstation. Experience with Power Automate Desktop, browser automation, and Excel-based data comparison will be valuable here. Sample projects or brief demos of similar work are welcome.
Project ID: 40391749
3 proposals
Remote project
Active 6 days ago
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3 freelancers are bidding on average ₹1,050 INR for this job

Dear Sir/ Madam, I’m an Indian freelance Power Platform developer with hands-on experience in Power Automate Desktop, browser automation, and Excel-based data processing, and I can build a reliable end-to-end solution for your reconciliation requirement. I will design a fully automated PAD flow that securely logs into your banking portal, downloads the previous day’s transaction CSV into a date-stamped folder, and processes the data with proper cleaning and normalization to match your ledger structure. The solution will include transaction-level matching logic to compare the CSV with your ledger workbook, accurately identifying matched, unmatched, and duplicate entries. Based on this, I will generate a clear reconciliation report (Excel or PDF) that is easy to review and audit. To ensure robustness, I will implement exception handling, retry mechanisms, and detailed logging, so any issues during login, download, or processing can be quickly identified and resolved. The flow will also be parameter-driven (file paths, date range, portal URL), allowing you to make changes without modifying the core logic. I will test the solution thoroughly and ensure it runs flawlessly for three consecutive days, as per your acceptance criteria. I’m available to start immediately and can deliver a clean, well-documented, and scalable automation. Looking forward to working with you. Best regards, Suresh Indian Freelance Power Platform Develop
₹1,050 INR in 7 days
2.7
2.7

Hi, I have read your description and I understand what you are expecting. I am an expert with 4 years of experience in Software Architecture, Automation. See my profile for recent work. Let's connect in chat to discuss more. Thanks, Syeda Tahreem
₹1,050 INR in 7 days
0.0
0.0

I`ve got a large expertise designing conciliations process or easy spreedsheets where conciliate data from differents apps or txt files. My propousal consist in desing a friendly excel file where with an automatic link can get the reconciliation inmediately.
₹1,050 INR in 7 days
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Ghaziabad, India
Member since Oct 14, 2022
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